Product

Sage 50

Sage Exchange Desktop

Description

My connection is active, and customers are receiving the email with the link to submit payment; transactions are processed and approved, but I don't get a receipt that automatically marks the invoice as a Paid status.

Resolution

Establish the initial steps with the Payment Center connection (active login either through a mod or standalone site at sagepaymentcenter.com)

Sage Exchange Desktop serial number must also match active component in SE.com's Connections map.

Ensure the SED is active and Sage 50 Plugin is the correct component with the current edition(ex. Sage 50 edition - Sage 50R18). Also, the accurate GL account from plugin setup is also the same selected account in Payment Center's Invoices settings.

*Accounting method in Sage 50 will also need to be set to Accrual instead of Cash, for the post back service to generate a receipt to apply to the created invoice. If the accounting method is set to Cash basis, a receipt will not be generated as the software will assume upon creation of the invoice, the merchant is receiving payment at that time and not awaiting for payment to process later. 

You can also identify the accounting method if the SED trace log generates a status message script: "Error creating ReceiptSage.Peachtree.API.Exceptions.ValidationsException: Currently, Receipts and payments applying to Invoices in cash basis companies is not supported when using the .NET SDK"

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